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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $499M AUM 850 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 221 Added 228 Reduced 40 Exited
Page 6 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEN PENUMBRA INC COM Healthcare 180.0 $59K 0.01% -68.0 -27.4% $328.37 -0.1%
102 LOW LOWES COS INC COM Consumer Cyclical 248.0 $59K 0.01% -11.0 -4.2% $236.28 -10.2%
103 FIVE FIVE BELOW INC COM Consumer Cyclical 249.0 $57K 0.01% -12.0 -4.6% $228.48 -3.2%
104 JCI JOHNSON CTLS INTL PLC SHS Industrials 410.0 $54K 0.01% -41.0 -9.1% $130.95 +7.1%
105 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 545.0 $50K 0.01% -33.0 -5.7% $92.04 -12.4%
106 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 446.0 $49K 0.01% -52.0 -10.4% $108.99 -0.2%
107 TRV TRAVELERS COMPANIES INC COM Financial Services 160.0 $47K 0.01% -2.0 -1.2% $291.68 +4.5%
108 DVN DEVON ENERGY CORP NEW COM Energy 907.0 $46K 0.01% -188.0 -17.2% $50.32 -10.3%
109 CCI CROWN CASTLE INC COM Real Estate 548.0 $45K 0.01% -5.0 -0.9% $81.31 +11.5%
110 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 584.0 $43K 0.01% -2K -73.3% $74.45 +14.2%
111 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 294.0 $43K 0.01% -4.0 -1.3% $146.28 -6.6%
112 PHM PULTE GROUP INC COM Consumer Cyclical 358.0 $42K 0.01% -36.0 -9.1% $117.61 +0.2%
113 DSGX DESCARTES SYS GROUP INC COM Technology 581.0 $42K 0.01% -80.0 -12.1% $71.56 -1.4%
114 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 500.0 $41K 0.01% -2K -80.5% $82.57 -0.4%
115 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 261.0 $41K 0.01% -4.0 -1.5% $157.28 -4.2%
116 KT KT CORP SPONSORED ADR Communication Services 1,825.0 $39K 0.01% -12.0 -0.7% $21.45 -15.1%
117 CSX CSX CORP COM Industrials 952.0 $39K 0.01% -16.0 -1.6% $41.05 +13.5%
118 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 700.0 $39K 0.01% -2K -76.7% $55.52 +9.1%
119 HALO HALOZYME THERAPEUTICS INC COM Healthcare 600.0 $39K 0.01% -20.0 -3.2% $64.63 +6.3%
120 PKG PACKAGING CORP AMER COM Consumer Cyclical 177.0 $38K 0.01% -11.0 -5.8% $212.22 +2.9%
Page 6 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 19.8%
Industrials 10.0%
Healthcare 8.9%
Consumer Cyclical 7.0%
Consumer Defensive 6.6%
Communication Services 6.5%
Energy 6.5%
Utilities 3.1%
Real Estate 2.5%